Every couple’s financial planning playbook for smooth sailing. Know how to build a solid financial foundation together. Family Wealth Advisor & Certified Financial Transitionist, Amit Kukreja and Anup Seth, Chief…
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Here is a Diwali Special episode of Money Guru. Tune in to learn the most important 9 money lessons that the pandemic taught us this year. Click here to…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
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The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether you’re a habitual spender or a needs-based shopper, you are sure to buy something even…
Continue reading‘Their money was underutilised, and then they met a financial planner’
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.
‘Finding her direction with the help of a detailed financial map’
A closer look at Supriya Rocha’s investments showed that unlike most people, her’s were almost entirely in equity-based products.
